+304.9%
AEM vs POET
-6.5%
+311.3%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +4.6% | -2.7% | +1.7% |
| 7D | -2.1% | +0.4% | -2.5% | -2.2% |
| 30D | +8.4% | -10.4% | +18.8% | +8.9% |
| 3M | +27.3% | -29.3% | +56.6% | +28.7% |
| 6M | -9.7% | +6.9% | -16.5% | -12.3% |
| YTD | +19.0% | +25.6% | -6.6% | +14.2% |
| 1Y | +31.5% | +49.2% | -17.7% | +24.5% |
| 3Y | +338.7% | +128.4% | +210.3% | +296.7% |
| All | +304.9% | -6.5% | +311.3% | +266.3% |
Cumulative growth
Daily Returns
Daily percentage return beside POET.
Daily Out/Under-Performance
Portfolio return minus POET return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × POET return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded POET wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling